Aberdeen’s Leong Sees Opportunities in India’s On-Shore Credit Spreads Market

The video discusses the Reserve Bank of India's (RBI) current concerns, focusing on inflation and rising oil prices. It explores the likelihood of interest rate cuts and market expectations, highlighting the RBI's cautious approach due to geopolitical events. The video also examines the challenges faced by the Indian bond market, including high currency circulation and bond supply risks, while identifying opportunities in onshore credit spreads.

What are the implications of high currency circulation due to general elections?

What opportunities are seen in the onshore credit spreads market?